| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 15 | $943.48 | $1,234.65 | $291.17 | 30.86% |
Michelle Dubey Yousif Capital Management LLC | 28,986 | $1.87M | $2.39M | $520,739.12 | 27.92% |
Kyle P. Smith NewEdge Wealth LLC | 2,665 | $224,666.31 | $214,878.95 | -$9,787.36 | -4.36% |
| CAL CSM Advisors LLC CSM Advisors LLC | 104,791 | $9.06M | $8.58M | -$472,808.89 | -5.22% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,866 | $663,516.82 | $627,864.12 | -$35,652.7 | -5.37% |
Joseph Castro Nuveen LLC | 155,651 | $12.49M | $12.74M | $248,291.81 | 1.99% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 495,657 | $38.06M | $40.4M | $2.34M | 6.14% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $77.21 | $82.31 | $5.1 | 6.61% |
Larry Herold Herold Advisors Inc. | 4,300 | $244,138 | $353,933 | $109,795 | 44.97% |
Bobby Adusumilli SJS Investment Consulting Inc. | 279 | $25,262.58 | $22,964.49 | -$2,298.09 | -9.1% |
Kea Molnar Cromwell Holdings LLC | 17 | $1,467.94 | $1,399.27 | -$68.67 | -4.68% |
Stacey Madison VELA Investment Management LLC | 35,064 | $2.96M | $2.89M | -$70,946.6 | -2.4% |
Ellen York T. Rowe Price Investment Management Inc. | 588,819 | $45.46M | $48.24M | $2.77M | 6.1% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,096 | $246,902.67 | $254,831.76 | $7,929.09 | 3.21% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,170 | $161,904.89 | $178,612.7 | $16,707.81 | 10.32% |
Patrick M. Markey Northcape Wealth Management LLC | 3,263 | $191,074.62 | $263,095.69 | $72,021.07 | 37.69% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 166 | $8,995.54 | $13,663.46 | $4,667.92 | 51.89% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 376 | $19,311.36 | $30,948.56 | $11,637.2 | 60.26% |
John Keene Keene & Associates Inc. | 6,330 | $383,666.55 | $521,022.3 | $137,355.75 | 35.8% |
Penny A. Phillips Journey Strategic Wealth LLC | 3,287 | $270,879.73 | $270,552.97 | -$326.76 | -0.12% |